Nov 2020 Theme Wrap — The Monthly Theme Map
21 trading days · 63 recurring themes · top 15 themes — most persistent is Battery / EV at 7 days (monthly avg. +6.2%). Best single day this month: Nov 2, +23.1%.
Average change over the period
November 2020 was led by Battery / EV, which was strong on 7 days, more than any other theme. Its best day was Nov 27, with a 14.09% move, and it posted an average change of 6.16%.
The largest averages came from themes with fewer strong days. Political Ties (Yoon Suk-yeol) posted an average change of 19.6% over 3 days, and Corrugated Board / Paper averaged 18.3%.
Crypto & Bitcoin was strong on 5 days and peaked at 21.44% on Nov 18. Semiconductors also logged 5 strong days, with an average change of 7.88%.
63 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery / EV | 7d | +6.2% | 2020-11-27 (+14.1%) | KEC, Nara Mold And Die, People & Technology Ms |
| Crypto & Bitcoin | 5d | +9.9% | 2020-11-18 (+21.4%) | Vidente, Woori Technology Investment, Wizit |
| Semiconductors | 5d | +7.9% | 2020-11-19 (+11.8%) | HLB innoVation, Nepes Ark, Jhcos |
| COVID (Negative-Pressure Wards & Ambulances) | 4d | +12.4% | 2020-11-26 (+21.0%) | GH Advanced Materials, Kolmar BioTech |
| Banks | 4d | +4.1% | 2020-11-02 (+5.2%) | KB Financial Group, Hana Financial Group |
| Political Ties (Yoon Suk-yeol) | 3d | +19.6% | 2020-11-02 (+23.1%) | Dcksung, Seoyon Topmetal |
| Securities Brokers | 3d | +7.2% | 2020-11-16 (+9.3%) | Daol Investment & Securities, KIWOOM Securities, Hanwha Investment&securities |
| Petrochemicals | 3d | +7.1% | 2020-11-09 (+10.6%) | Kumho Petro Chemical, Lotte Chemical, Isu Chemical |
| Travel | 3d | +6.0% | 2020-11-23 (+6.7%) | Sejoong, Very Good Tour |
| Cannabis | 3d | +5.9% | 2020-11-05 (+11.3%) | Osung Advanced Materials |
| Beauty & Cosmetics | 3d | +5.1% | 2020-11-12 (+5.7%) | Classys, Hankook Cosmetics |
| Internet Majors | 3d | +3.5% | 2020-11-04 (+6.2%) | NAVER, Kakao |
| Corrugated Board / Paper | 2d | +18.3% | 2020-11-30 (+19.7%) | Daeyoung Packaging, Shinpoong |
| Remote Work & Smart Work | 2d | +15.2% | 2020-11-26 (+19.1%) | ECSTELECOMCo |
| Airlines & Low-Cost Carriers | 2d | +11.7% | 2020-11-16 (+18.3%) | Asiana Airlines, Air Busan |
What to Watch Next Month
Three themes are marked running: Semiconductors, COVID (Negative-Pressure Wards & Ambulances) and Corrugated Board / Paper. The last of these hit its best day on Nov 30, with a 19.72% move.
Every other listed theme, including Banks and Airlines & Low-Cost Carriers, is flagged recurred. The data lists a recurrent count of 63 for the month.
Theme heatmap
| 11-02 | 11-03 | 11-04 | 11-05 | 11-06 | 11-09 | 11-10 | 11-11 | 11-12 | 11-13 | 11-16 | 11-17 | 11-18 | 11-19 | 11-20 | 11-23 | 11-24 | 11-25 | 11-26 | 11-27 | 11-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery / EV | +5.5 | +3.2 | +8.1 | +3.0 | +5.9 | +3.2 | +14.1 | ||||||||||||||
| Crypto & Bitcoin | +5.3 | +8.9 | +11.3 | +2.5 | +21.4 | ||||||||||||||||
| Semiconductors | +4.9 | +9.6 | +11.8 | +4.6 | +8.4 | ||||||||||||||||
| COVID (Negative-Pressure Wards & Ambulances) | +9.3 | +15.4 | +3.8 | +21.0 | |||||||||||||||||
| Banks | +5.1 | +4.9 | +3.7 | +2.6 | |||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +23.1 | +19.3 | +16.4 | ||||||||||||||||||
| Securities Brokers | +6.9 | +9.3 | +5.5 | ||||||||||||||||||
| Petrochemicals | +4.7 | +10.6 | +6.0 | ||||||||||||||||||
| Travel | +5.6 | +6.7 | +5.8 | ||||||||||||||||||
| Cannabis | +3.7 | +11.3 | +2.8 | ||||||||||||||||||
| Beauty & Cosmetics | +4.8 | +5.7 | +4.9 | ||||||||||||||||||
| Internet Majors | +6.2 | +2.2 | +2.2 | ||||||||||||||||||
| Corrugated Board / Paper | +16.9 | +19.7 | |||||||||||||||||||
| Remote Work & Smart Work | +11.3 | +19.1 | |||||||||||||||||||
| Airlines & Low-Cost Carriers | +5.2 | +18.3 |